Betterment LLC
JQUA icon

Betterment LLC’s JPMorgan US Quality Factor ETF JQUA Stock Holding History

Betterment LLC’s Portfolio JQUA Stock Details JQUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.9M Buy
151,401
+1,625
+1% +$110K 0.02% 133
2026
Q1 		$9.18M Buy
149,776
+140,067
+1,443% +$8.89M 0.02% 140
2025
Q4 		$613K Sell
9,709
-790
-8% -$49.6K ﹤0.01% 366
2025
Q3 		$660K Buy
10,499
+1,778
+20% +$109K ﹤0.01% 339
2025
Q2 		$524K Buy
8,721
+2,875
+49% +$164K ﹤0.01% 351
2025
Q1 		$330K Buy
5,846
+352
+6% +$20.6K ﹤0.01% 391
2024
Q4 		$315K Buy
5,494
+195
+4% +$11.3K ﹤0.01% 377
2024
Q3 		$300K Buy
5,299
+149
+3% +$8.09K ﹤0.01% 367
2024
Q2 		$273K Buy
+5,150
New +$267K ﹤0.01% 356

Other funds holding JQUA

SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SMA
Sage Mountain Advisors Atlanta, Georgia $1.63B AUM 18.97% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
DJSG
D.J. St. Germain Springfield, Massachusetts $2.78B AUM 23.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
SAI
Savvy Advisors Inc New York $4.71B AUM 25.36% 1-Year Est. Return

Betterment LLC's JQUA Position: Q2 2026 in Review

Betterment LLC increased its JPMorgan US Quality Factor ETF (JQUA) stake by 1.1% in Q2 2026, buying an estimated $110K and bringing the position to 151,401 shares worth $10.9M. The position accounts for 0.02% of the portfolio, ranked #133.

Betterment LLC first reported a position in JQUA in Q2 2024 and has held it in 9 quarters since. 475 funds tracked by Wall St. Rank hold JQUA as of Q2 2026.

  • Betterment LLC held 151,401 shares of JPMorgan US Quality Factor ETF worth $10.9M as of Q2 2026.
  • Betterment LLC bought 1,625 JPMorgan US Quality Factor ETF shares in Q2 2026, an estimated $110K.
  • JPMorgan US Quality Factor ETF made up 0.02% of Betterment LLC's portfolio in Q2 2026, its #133 holding.
  • Betterment LLC first reported a position in JPMorgan US Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
  • 475 funds tracked by Wall St. Rank held JPMorgan US Quality Factor ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.